Affinity Reviews & Product Details

I like how it aggregates data and allows you to add personalised values that can be used to track certain specific data points relevant to our business.

The downsides are that often we input a lot of data, but can't always visualise it in a helpful way to our colleagues. Ends up only being relevant to the users who use it frequently, rather than those in your organisation unfamiliar with the product.

Been able to keep track of important pieces of information relating to our LPs (investors) allowing us to make informed decisions and bespoke and relevant outreach campaigns. Also been able to track the movement of our investors through the pipeline, making it obvious which investors are progressing quicker and more seriously than others, which can serve as a prompt to nudge earlier conversations along the funnel if needs be.

For bigger teams, it is essential to have accurate tracking of all the interactions you have with entrepreneurs, and affinity does this very well. It is a place to centralize most information you have about your pipeline.

There are some minor bugs that still need to be corrected, and it could be easier to export data to excel to extract more specific insights. Would love to see a LinkedIn messages integration.

Affinity basically eliminates the need to constantly message your colleagues asking if they talked to a specific company in the past, increasing the team's productivity.

I like the way Affinity scrapes emails and makes my relationships and conversations known before I reach out to a prospect. Also love how easy it is to create various columns and use filters

I think the dashboards and reporting need some improvement

Multiple members of the team work with a prospect and we need notes and context across the firm to make the experience seamless and this helps us with that

- Having the entire email history from all of our various team members and network sync with our data base allows us to not miss out on relationships that we would have otherwise missed due to non-compliance around logging meetings, notes, etc. (people are shocked that I'm able to refer to meetings in 2012 even though we've only been using Affinity for a couple years) - UX/UI is very clean (i.e., love "Excel" based list style) and there are a lot of features that help save key strokes / automate processes (i.e., automated fields, reminders, triggers). Having a lightweight mobile app helps for pre-meeting prep on trips.

- Needs better out-of-the-box reporting and not especially well built for broker type relationships (i.e., managing banks, lenders, etc.) - Would like better meshing between Opportunities and Companies - Would like a more robust importer

- Salesforce was too cumbersome and this was a better vertical specific CRM application - Has saved tremendous amount of time and have removed pain point around missed email history / notes

I really like how easy it is to use and track various relationships.

There needs to be an easier way to link various individuals to deals.

Client relation management

Seamless email & calendar integration shows past and upcoming touch points making it easy to maintain momentum. Additionally, the product is being actively developed, the team has already implemented some improvements based on feedback I've given.

Only negatives are the price and the notes feature that doesn't support rich text.

Keeping track of all my active deals Maintaining regular cadence with ongoing partners Ensuring nothing slips through the cracks

Having the ability to find the best and right person to approach using our sales team's connections. It is better to sell from the top, than work your way up the food chain.

Coming from a Salesforce instance, getting used to the navigation or organization took some getting used to.

Speeding up the sales cycle and talking to the actual decision maker is our main issue we are using Affinity to solve. Reducing the time needed to close deals, or at minimum, get to a NO, was reduced by 28%.

I began using it to manage my contacts because of its clean design and mobile accessibility. I appreciate it now even more because of the consistent quality of its intelligent insights regarding the strength of relationships.

I would like to be able to pull up past emails through its mobile app.

I rely on Affinity to track unanswered emails and overdue reminders.

Affinity is custom built for dealflow and has great features. One of the best is the integration with Crunchbase, so company data automatically gets synced (such as industry, types, etc). This saves tons of manual work and effort. Besides that, its super easy to customize fields and add more data. For ex - we use it to cutsomize types of investors (such as private investors, VC, corporations, etc). It also has a very clean and easy interface, and the integration with gmail is very good.

Not much. It would be nice if it could categorize company type directly. Also, the only way to upload a list of contacts is to make a list, which isnt always necessary, but it's not a big deal.

Organizing our contacts very effectively and managing relationships with our important contacts.

Affinity provides context on our relationships with every organization we are fostering relationships with. By providing a visual representation of emails, meetings, notes, and reminders as well as key information like source of introduction and easy syncing with our team's inbox and calendar it is easy for a small organization to stay on top of many leads.

Affinity is just beginning to build out their reporting features. Because of this, the reports can, at times, be unintuitive. Reports and summary dashboards would greatly enhance the product.

Affinity is helping us source our very first customers. Many of these customers are coming from warm introductions or in-network connections. Therefore, it is critical we have the context around our relationship with these early customers. Tools like reminders, notes, auto-syncing with calendar, and even on-platform email give our team a central location to manage these vital early relationships.